How to create Soft Assignments from Scratch

Important

If your Schedule Mode is "Critical Chain", do not forget to select the Planning Mode. The Switch to Tracking Mode (alarm22_md.png) button must be displayed in the Main toolbar.

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Gantt tab.

  3. Select a project in the Project Data Selector.

  4. Select a task in the Gantt spreadsheet to display the Task panel.

  5. Select the Assignments tab (viewmode_activeresourceutilization22_md.png).

  6. Click on the NEW button and select the Soft Assignment command to display the Create Soft Assignment dialog box.

    Note

    The Soft Assignment dialog box displays and lists all the existing Generic Resources.

  7. Click on the SOFT ASSIGNMENT FROM SCRATCH button to display the Create Soft Assignment popup.

  8. Select an Organization and a Job Classification and/or some Skills.

  9. Enter a Rate.

  10. Then click on the CREATE button.

  11. The Soft Assignments are added to the Task panel.

  12. In the Soft Assignment card, modify the Rate (PrinceTagGrey) or the Total Effort (ganttSidePanel_icons_tabs_panels_daterange22_md.png) if needed.

Tip

The Create Soft Assignment dialog box can also be displayed by clicking on the Assign (AddResources) button available in the Gantt toolbar, and by choosing the Soft Assignment command.